A detailed history of Regal Investment Advisors LLC transactions in American Express CO stock. As of the latest transaction made, Regal Investment Advisors LLC holds 1,641 shares of AXP stock, worth $446,909. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,641
Previous 1,524 7.68%
Holding current value
$446,909
Previous $346,000 9.54%
% of portfolio
0.03%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$217.5 - $243.08 $25,447 - $28,440
117 Added 7.68%
1,641 $379,000
Q1 2024

May 15, 2024

SELL
$179.79 - $229.12 $36,677 - $46,740
-204 Reduced 11.81%
1,524 $346,000
Q4 2023

Feb 14, 2024

SELL
$141.31 - $187.8 $43,806 - $58,218
-310 Reduced 15.21%
1,728 $323,000
Q3 2023

Nov 13, 2023

BUY
$149.19 - $178.04 $76,385 - $91,156
512 Added 33.55%
2,038 $304,000
Q2 2023

Aug 11, 2023

BUY
$147.93 - $175.14 $37,722 - $44,660
255 Added 20.06%
1,526 $265,000
Q1 2023

May 11, 2023

SELL
$146.42 - $181.33 $12,738 - $15,775
-87 Reduced 6.41%
1,271 $209,000
Q4 2022

Mar 01, 2023

SELL
$136.81 - $157.67 $43,916 - $50,612
-321 Reduced 19.12%
1,358 $200,000
Q3 2022

Nov 15, 2022

BUY
$134.91 - $165.84 $20,371 - $25,041
151 Added 9.88%
1,679 $227,000
Q2 2022

Aug 09, 2022

BUY
$137.5 - $188.46 $210,100 - $287,966
1,528 New
1,528 $212,000
Q3 2018

Nov 05, 2018

SELL
$97.84 - $111.11 $1.79 Million - $2.03 Million
-18,302 Closed
0 $0
Q2 2018

Aug 10, 2018

SELL
$91.0 - $102.7 $359,905 - $406,178
-3,955 Reduced 17.77%
18,302 $1.79 Million
Q1 2018

Apr 25, 2018

SELL
$88.34 - $101.64 $24,823 - $28,560
-281 Reduced 1.25%
22,257 $2.08 Million
Q4 2017

Feb 06, 2018

SELL
$90.54 - $99.7 $56,134 - $61,814
-620 Reduced 2.68%
22,538 $2.24 Million
Q3 2017

Nov 08, 2017

BUY
$84.25 - $90.46 $1.95 Million - $2.09 Million
23,158
23,158 $2.1 Million

Others Institutions Holding AXP

About AMERICAN EXPRESS CO


  • Ticker AXP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 747,233,024
  • Market Cap $204B
  • Description
  • American Express Company, together with its subsidiaries, provides charge and credit payment card products, and travel-related services worldwide. The company operates through three segments: Global Consumer Services Group, Global Commercial Services, and Global Merchant and Network Services. Its products and services include payment and financi...
More about AXP
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